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Portfolio (Quarterly) Guide ↗

Mosley Wealth Management

· CIK 0002011849
13F Portfolio $314M AUM 781 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 366 New 183 Added 180 Reduced 51 Exited
Page 19 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PDD PDD HOLDINGS INC SPONSORED ADS Consumer Cyclical 172.0 $13K 0.00% NEW $76.28 +7.8%
362 BOH BANK HAWAII CORP COM Financial Services 161.0 $13K 0.00% +5.0 +3.2% $81.45 -5.2%
363 LITE LUMENTUM HLDGS INC COM Technology 15.0 $13K 0.00% NEW $858.07 +2.7%
364 AEP AMERICAN ELEC PWR CO INC COM Utilities 92.0 $13K 0.00% -1.0 -1.1% $136.45 -8.8%
365 FELC FIDELITY ENHANCED LARGE CAP CORE ETF 299.0 $13K 0.00% NEW $41.91 +4.7%
366 CARR CARRIER GLOBAL CORPORATION COM Industrials 170.0 $12K 0.00% +19.0 +12.6% $73.48 -18.7%
367 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 94.0 $12K 0.00% NEW $131.96 +6.6%
368 SOLV SOLVENTUM CORP COM SHS Healthcare 160.0 $12K 0.00% +157.0 +5233.3% $77.15 +18.8%
369 FXN FIRST TRUST ENERGY ALPHADEX FUND 604.0 $12K 0.00% +4.0 +0.7% $20.23 +17.9%
370 STN STANTEC INC COM Industrials 177.0 $12K 0.00% $68.91 +6.7%
371 EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 165.0 $12K 0.00% -894.0 -84.4% $73.26 +0.5%
372 SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 483.0 $12K 0.00% +3.0 +0.6% $25.01 -1.2%
373 PFE PFIZER INC COM Healthcare 499.0 $12K 0.00% -411.0 -45.2% $24.08 +18.2%
374 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 133.0 $12K 0.00% NEW $87.88 +3.2%
375 DECZ TRUESHARES STRUCTURED OUTCOME (DECEMBER) ETF 267.0 $12K 0.00% +247.0 +1235.0% $43.24 +2.3%
376 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 90.0 $11K 0.00% NEW $124.76 +1.7%
377 SHW SHERWIN WILLIAMS CO COM Basic Materials 32.0 $11K 0.00% NEW $346.09 -3.6%
378 ATO ATMOS ENERGY CORP COM Utilities 62.0 $11K 0.00% -3.0 -4.6% $172.27 -2.7%
379 COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF 327.0 $11K 0.00% -1K -81.8% $32.57 +8.7%
380 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 30.0 $11K 0.00% $354.57 -28.9%
Page 19 of 40  ·  781 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.8%
Financial Services 16.0%
Industrials 7.4%
Communication Services 6.6%
Consumer Defensive 6.4%
Healthcare 6.3%
Consumer Cyclical 5.8%
Energy 3.6%
Utilities 1.6%
Basic Materials 0.3%